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On March 24, Jensen Huang, the CEO of NVIDIA, said in the Lex Fridman podcast: "I believe the time has come. I believe we have achieved AGI.” Regarding this scenario, I find Fabrinet intriguing. Taking Huang's outlook as a foundation, I see 3 reasons why now is the perfect time to invest in Fabrinet's stock: Autonomous AI agents and the future outlined by Huang require massive GPU clusters. The absolute bottleneck of these data centers is no longer just the chip itself, but the communication among the tens of thousands of GPUs. Fabrinet is...
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